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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAAM
51
First Ascent Asset Management
Colorado
$805K +$929K +16,961 New
BCM
52
Brookstone Capital Management
Illinois
$776K +$225K +4,107 +34%
LNC
53
Lincoln National Corp
Pennsylvania
$768K +$7.88K +144 +0.9%
AF
54
Advisornet Financial
Minnesota
$746K -$29.2K -534 -3%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$717K -$6.1M -111,411 -88%
Northern Trust
56
Northern Trust
Illinois
$693K +$799K +14,600 New
UBS Group
57
UBS Group
Switzerland
$686K +$247K +4,518 +46%
CMP
58
Courage Miller Partners
Virginia
$655K -$4.33K -79 -0.6%
CFG
59
Cooper Financial Group
California
$650K +$54.8K +1,000 +8%
CWM
60
Circle Wealth Management
New Jersey
$619K +$23.1K +422 +3%
Stifel Financial
61
Stifel Financial
Missouri
$596K -$352K -6,424 -34%
JFA
62
JNBA Financial Advisors
Minnesota
$582K +$647K +11,818 +2,717%
LW
63
Linscomb Wealth
Texas
$581K +$23.1K +422 +4%
RIA
64
Realta Investment Advisors
Delaware
$564K +$18.5K +337 +3%
VWM
65
Venturi Wealth Management
Texas
$561K +$103K +1,882 +19%
Creative Planning
66
Creative Planning
Kansas
$477K +$329K +6,012 +149%
MIC
67
Means Investment Company
Maine
$469K +$767 +14 +0.1%
SS
68
Simplicity Solutions
Minnesota
$465K -$1.46M -26,632 -73%
WWM
69
Western Wealth Management
Colorado
$461K -$1.67M -30,504 -76%
VA
70
Valmark Advisers
Ohio
$457K -$11.5K -210 -2%
Charles Schwab
71
Charles Schwab
California
$441K +$509K +9,289 New
RWA
72
Redhawk Wealth Advisors
Minnesota
$437K +$504K +9,211 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$432K +$986 +18 +0.2%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$418K +$98.9K +1,806 +26%
CIP
75
Capital Insight Partners
Arizona
$404K +$226K +4,119 +94%